Jonathan Craig Moore
Investment adviser representative at Ironwood Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$607.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Ironwood Wealth Management, LLCNov 2016 to now
- Cmoore Enterprises LLCJul 2005 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Ironwood Wealth Management, LLC
$607.7MAssets managed
459Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6733823
- Firm CRD
- 200511